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Safety first
Last Updated: September 30, 2025
The UK is facing a triple crisis: a pandemic, poor leadership and crippling risk aversion that’s spreading throughout everyday life. Multi-asset portfolio funds lead manager David Coombs argues that we are pushing risk into the future.
Curve goes down, curve goes up
Last Updated: September 30, 2025
A flattening COVID-19 infection curve is steepening bond yield curves. Head of fixed income Bryn Jones wrestles with the outlook for inflation and the chances of another flare-up of COVID-19.
How technology can improve air quality
Last Updated: September 30, 2025
When people think about sustainable investing, they often focus on just the narrow topic of how a company itself operates in an environmentally friendly manner. But sustainability is about more than a business’s immediate environmental impact. David Harrison explores the pivotal role tech is playing during the pandemic.
Running hot on climate change
Last Updated: September 30, 2025
The thermometers are popping all over the country, so our mad head of fixed income decides to do a marathon. Bryn Jones takes action on climate change and assesses the US.
Time to shape up
Last Updated: September 30, 2025
After months of selfie cuts and ad hoc trims, investment specialist Craig Brown’s hair is in chronic need of expert help. As businesses come out of the other side of lockdown, they’re likely to be in a similar situation.
The great property shakeout
Last Updated: September 30, 2025
COVID may be about to rock the property world to its foundations. Such dislocations tend to create opportunities for investors, notes head of multi-asset investments David Coombs, but they don’t come without risk.
Destructive capitalism
Last Updated: September 30, 2025
The pandemic has radically changed how we work. That makes propping up struggling companies a dangerous pastime for the government, argues our head of multi-asset investments David Coombs.
A healthy recovery
Last Updated: September 30, 2025
Stewardship director Matt Crossman makes the case for a healthy and responsible recovery – building back better from COVID-19.
Nightmare on Tottenham Court Road (Street)
Last Updated: September 30, 2025
There’s a creaking and a groaning in the night in Swindon. Head of multi-asset investments David Coombs is living with a ghost of retail past that not even store credit can bury.
Recovery’s winners and losers
Last Updated: September 30, 2025
As investors look ahead to a time when the pandemic will be over, Ed Smith and Sanjiv Tumkur, our respective heads of asset allocation and equity research, question whether equity markets are in the midst of a great rotation from ‘growth’ to ‘value’.
Fun and GameStop in the bedroom
Last Updated: September 30, 2025
It looks like we’ll all be staying in this Valentine’s Day. But multi-asset fund manager Will McIntosh-Whyte is looking forward to some quality time away from the screens.
Eating for two?
Last Updated: September 30, 2025
We’re all craving the end of lockdown and a bit of freedom. But Craig Brown, our multi-asset investment specialist, wonders just how many of us will be in the position to spend up large.